Source-backed profile
Allison A. Alexander
Financial Advisor / Member Owner
Savant Wealth ManagementRockford, Illinois
Retirement planningFIRM PROFILE
Savant Wealth Management
Savant Wealth Management offers investment management and financial planning alongside tax, trust, and family office services. Its advisors help clients coordinate retirement, wealth transfer, philanthropy, and other financial priorities.
Investment managementFinancial planningTax advisory and preparationTrust servicesFamily office servicesRetirement planningEstate and wealth transfer planning
6linked professional records
6researched profiles
4listed office cities
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Explore a listed cityRockford, Illinois3Birmingham, Alabama1Los Gatos, California1Manassas, Virginia1
Source-backed profile
Bruce R. Barton
Managing Partner / Financial Advisor / Member Owner
Savant Wealth ManagementLos Gatos, California
Equity compensation
Source-backed profile
Matthew D. Armstrong
Financial Advisor / Member Owner
Savant Wealth ManagementRockford, Illinois
Retirement planning
Source-backed profile
Patti B. Black
Financial Advisor / Member Owner
Savant Wealth ManagementBirmingham, Alabama
Comprehensive financial planning
Source-backed profile
Richard H. Allison
Financial Advisor
Savant Wealth ManagementManassas, Virginia
Comprehensive financial planning
Source-backed profile
Stephen H. Ambrose III
Financial Advisor
Savant Wealth ManagementRockford, Illinois
Comprehensive financial planningSearch index refreshed September 20, 2026. This is not a verification date for historical records.
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